See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,334 | $202,318-61.8% | $172,739-55.2% | $152,861-49.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 94.09% | 1029.65%-935.6pp | 802.84%-708.8pp | 345.32%-251.2pp |
| Employer contribution / active EE | $24,582 | $5,856+319.8% | $5,143+378.0% | $4,762+416.2% |
| Participant deferral / active EE | $15,294 | $5,948+157.1% | $5,198+194.2% | $5,850+161.4% |
| Admin fee / account holder | $120 | $17,109-99.3% | $13,954-99.1% | $11,596-99.0% |